投资运营与客户专员
Investment Operations & Client Service Specialist
关于公司
我们的客户是一家成立已久的外包公司，为美国各地的注册投资顾问（RIAs）和财务规划公司提供运营支持。
他们为客户提供关键的后台功能，包括客户服务、财务规划支持、投资运营、账户管理和其他运营流程。他们的团队在幕后工作，提供高质量、高效的支援，使顾问能够专注于客户和核心业务。
他们现在正在寻找一名投资运营与客户服务专员加入团队，以兼职形式工作，随着合作关系的发展，有转为全职的可能。
关于职位
这是一个注重实践、细节导向的职位，专注于快速而准确地处理投资和客户服务任务。
你将主要在幕后工作，协助顾问和内部团队完成诸如开设新投资账户、维护现有客户账户、处理资金流动、更新客户信息以及解决运营问题等任务。
理想的候选人应具备高度的组织能力，能够在既定流程中工作，并真正以产出准确、高质量的工作成果为荣。
主要职责
● 与主要金融机构托管人如Charles Schwab、Fidelity和Raymond James合作，处理新账户开设
● 完成客户账户维护和行政更新
● 处理资金流动和客户信息变更等请求
● 审核文件并识别缺失或错误的信息
● 当需要更多信息时，与顾问和内部团队沟通
● 与投资绩效报告平台如Black Diamond和Orion合作
● 联系托管人支持团队调查并解决账户相关问题
● 将更复杂的问题上报给团队主管或合适的团队成员
● 遵循既定的流程和工作流，确保工作一致完成
● 在处理大量工作的同时保持高水平的准确性
● 识别流程改进的机会，并向团队提出建议
● 与公司内其他同事有效协作
为什么加入Assist World？
100% 远程办公
50美元生日奖金
200美元推荐奖金
无追踪器，无问题
我们寻找的人选
成功候选人应具备：
● 有投资运营相关经验
查看英文原文
About the Company
Our client is an established outsourcing company that provides operational support to
Registered Investment Advisors (RIAs) and financial planning firms across the US.
They support clients with essential back-office functions including client servicing, financial
planning support, investment operations, account administration, and other operational
processes. Their team works behind the scenes to provide high-quality, efficient support that
allows advisors to focus on their clients and core business.
They are now looking for an Investment Operations & Client Service Specialist to join the
team on a part-time basis, with the potential to increase to full-time as the relationship develops.
About the Role
This is a hands-on, detail-oriented role focused on processing investment and client
administration tasks quickly and accurately.
You will work primarily behind the scenes, supporting advisors and internal teams with tasks
such as opening new investment accounts, maintaining existing client accounts, processing
money movements, updating client information, and resolving operational issues.
The ideal candidate will be highly organised, comfortable working within established processes,
and take genuine pride in producing accurate, high-quality work.
Key Responsibilities
● Process new account openings with major financial custodians such as Charles
Schwab, Fidelity, and Raymond James
● Complete client account maintenance and administrative updates
● Process requests such as money movements and changes to client information
● Review documentation and identify missing or incorrect information
● Communicate with advisors and internal teams when additional information is required
● Work with investment performance reporting platforms such as Black Diamond and Orion
● Contact custodian support teams to investigate and resolve account-related issues
● Escalate more complex issues to team leads or appropriate members of the team
● Follow established processes and workflows to ensure work is completed consistently
● Maintain a high level of accuracy while processing a significant volume of work
● Identify opportunities to improve processes and communicate suggestions to the team
● Collaborate effectively with colleagues across the business
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM
What We're Looking For
The successful candidate will be someone who:
● Has experience in investment operations, wealth management, financial services, RIA operations, client servicing, or a similar environment
● Has experience working with investment accounts, custodians, or financial administration
● Is highly detail-oriented and takes pride in the quality of their work
● Can work quickly without sacrificing accuracy
● Has excellent written and verbal communication skills
● Is confident identifying missing information and following up with the relevant person
● Is comfortable communicating with external organisations and custodian support teams
● Can follow established processes while also recognising opportunities to improve them
● Is proactive and willing to speak up when there is a problem
● Works well independently while remaining a strong team player
Experience With:
Experience with any of the following would be highly advantageous:
● Charles Schwab
● Fidelity
● Raymond James
● Black Diamond
● Orion
● RIA or wealth management platforms
● Investment account administration
● Client account opening and maintenance